Using QuickBooks Desktop Version with Breeze

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    Carolyn Fludd

    Does it work with Quicken Online?

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    Emily W.

    Hi @cfludd!

    At this time it does not. However, we recommend this alternate approach. :) 

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    officeepiphanyktx

    I would really appreciate step by step instructions as to how to enter online giving into QuickBooks.  I understand they are done weekly, by batch.  However, the batch total does not reflect fees that have been deducted.  Also, the batch does not match with the online giving report on Breeze. There are 3 in the batch and only 2 on the report. New to this and I am very confused. Any help would be GREATLY appreciated.  Thank you!

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    Stephen Ivey

    @officeepiphanyktx

    Great question come here! We certainly understand that reconciling your online giving is incredibly important and requires great accuracy. The suggestion here, would be not to reconcile based off of a batch alone, but based on your transfer history report. The transfer history report is the only report that will show you exactly when your transfer will deposit and which gifts will be included in it. This article will be helpful to you: Reconciling Online Giving 

    Also feel free to give us a call and schedule a meeting so that we can run through this step-by-step with you!

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